TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.44B
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.63B
AUM Growth
+$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,494
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$20.7M
3
+$14.2M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$9.51M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$9.07M

Top Sells

1
+$41.9M
2
+$7.28M
3
+$5.94M
4
RTX icon
RTX Corp
RTX
+$5.62M
5
TTE icon
TotalEnergies
TTE
+$3.95M

Sector Composition

1 Technology 6.53%
2 Financials 5.04%
3 Healthcare 4.04%
4 Industrials 2.88%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.33M 0.06%
22,156
+464
202
$2.31M 0.06%
25,537
-2,575
203
$2.27M 0.06%
23,817
+1,035
204
$2.26M 0.06%
16,525
+3,855
205
$2.25M 0.06%
17,376
-10,067
206
$2.22M 0.06%
26,597
+2,773
207
$2.21M 0.06%
15,781
-2,703
208
$2.2M 0.06%
15,967
+657
209
$2.18M 0.06%
25,875
-863
210
$2.18M 0.06%
55,430
-2,379
211
$2.17M 0.06%
6,820
-123
212
$2.15M 0.06%
17,988
-1,443
213
$2.14M 0.06%
8,753
+134
214
$2.13M 0.06%
27,402
+2,735
215
$2.09M 0.06%
18,326
-575
216
$2.08M 0.06%
35,254
+1,108
217
$2.07M 0.06%
3,043
+73
218
$2.06M 0.06%
7,851
+75
219
$2.04M 0.06%
14,638
+4,896
220
$2.02M 0.06%
20,226
+2,036
221
$2.02M 0.06%
5,429
+272
222
$2.01M 0.06%
21,741
+1,451
223
$2.01M 0.06%
19,180
-100
224
$2.01M 0.06%
10,985
-823
225
$1.98M 0.05%
33,189
-11,741
7 8
9
10 11